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Consensus Cloud Solutions, Inc. (CCSI)
NASDAQ:CCSI
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.39Last Year’s EPS
1.37Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights strong cash generation, high margins, meaningful debt reduction, and accelerating corporate revenue and product momentum (notably in healthcare and public sector), which materially improve the company's financial flexibility. These positives are balanced against a deliberate and sizable decline in the SoHo channel (~10% YoY), flat consolidated revenue in 2025, some dilution in aggregate corporate ARPA due to low-ARPA eFax Protect volumes, and modest OpEx pressure from targeted investments. Management frames the SoHo decline as intentional to fund the corporate transition and emphasizes record free cash flow and a clear path for product-driven growth in 2026.Company Guidance
Record Free Cash Flow and Strong Cash Generation
Consensus generated a record $106.0 million of free cash flow in 2025, up 20% versus 2024, on essentially flat revenues, enabling capital allocation to debt paydown and buybacks.
Corporate Revenue Growth — Q4 and Full Year
Q4 corporate revenue was a record $56.8 million, up $3.9 million or 7.3% year-over-year and the best Q4 corporate growth rate since Q4 2022. Full year 2025 corporate revenue was $222.7 million, up $13.6 million or 6.5% versus 2024.
Corporate Customer Expansion and Retention
Corporate customer base increased to ~65,000 (up 11.3% YoY) with a trailing 12-month corporate revenue retention rate of 101.3% (improvement of ~80 basis points year-over-year).
Strong Profitability and Margins
Full year adjusted EBITDA was $186.9 million delivering a 52.4% adjusted EBITDA margin. Q4 adjusted EBITDA was $45.2 million (51.9% margin). Q4 adjusted net income rose to $27.3 million (+12.7% YoY) and adjusted EPS was $1.41 (+13.7% YoY).
Debt Reduction and Leverage Targets Met
Since the spin, Consensus has retired $243 million of debt; year-end 2025 total debt was $562 million, meeting the target total debt-to-EBITDA ratio of 3.0x and net debt-to-EBITDA of 2.6x.
Share Repurchases and Capital Allocation
Since spin, the company repurchased ~$57 million of stock (~2.2 million shares, ~10% of shares outstanding at spin). In 2025 the company repurchased 1.0 million shares for $23 million and repurchased 344k shares for $8 million in Q4.
Product Momentum — eFax Clarity and Platformization
Management reports early commercial traction for AI-based eFax Clarity with a clear line of sight to multimillion-dollar revenue in 2026 and evidence of customers bundling Clarity to solve workflow and labor challenges.
Public Sector Wins — VA and FedRAMP Demand
VA exceeded expectations in 2025 (above $5M projected) and is expected to contribute roughly $9M in 2026. Demand for the FedRAMP High eFax offering (ECFax) is strong across government and contractors, driving a growing pipeline.
Conservative CapEx and Operational Efficiency
2025 CapEx was $30 million (down ~10% YoY). Company emphasizes cost discipline while selectively hiring in product and go-to-market to support higher-value growth.
2026 Guidance Reflects Modest Revenue Growth
Full-year 2026 guidance: revenue $350M–$364M (midpoint $357M, ~+2% vs 2025), adjusted EBITDA $182M–$193M (midpoint $187.5M), adjusted EPS $5.55–$5.95 (midpoint $5.75). Management expects corporate growth to accelerate (~9% at midpoint) and to sustain free cash flow near record levels.
CCSI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CCSI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $22.68 | $24.24 | +6.88% |
Nov 05, 2025 | $29.72 | $24.99 | -15.92% |
Aug 07, 2025 | $20.97 | $23.84 | +13.69% |
May 07, 2025 | $22.31 | $22.38 | +0.31% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Consensus Cloud Solutions, Inc. (CCSI) report earnings?
Consensus Cloud Solutions, Inc. (CCSI) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Consensus Cloud Solutions, Inc. (CCSI) earnings time?
Consensus Cloud Solutions, Inc. (CCSI) earnings time is at May 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CCSI EPS forecast?
CCSI EPS forecast for the fiscal quarter 2026 (Q1) is 1.39.